See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,213 | $100,773-51.2% | $88,946-44.7% | $142,382-65.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.59% | 70.18%-58.6pp | 57.82%-46.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,059 | $2,918-63.7% | $2,555-58.6% | $4,299-75.4% |
| Participant deferral / active EE | $5,685 | $5,230+8.7% | $4,581+24.1% | $6,507-12.6% |
| Admin fee / account holder | $543,066 | $9,693+5502.7% | $8,261+6473.9% | $12,624+4202.0% |